Co-Founder, Trainer and Executive Coach @ (October 2021 - Present)
Product Manager - Institutional Portfolio Modeling and Rebalancing @ (September 2025 - August 2026)
Product Manager - Institutional Trading and Order Management @ (April 2023 - September 2025)
Head of Institutional Development @ (February 2022 - March 2023)
Director of Investments and Program Management @ (March 2015 - January 2022)
UMA Product Owner @ (May 2013 - March 2015)
Associate Director: Equity Trading @ (June 2009 - May 2013)
Middle Office - Fixed Income Derivatives @ (July 2007 - February 2009)
Financial Analyst @ (July 2005 - August 2007)
Senior Pricing Analyst @ (June 2003 - July 2005)
Mike McLean Education
Bentley University
Master of Business Administration (MBA) (Busines Analytics)
Merrimack College
Bachelors (Business Administration and Management, General)
Mike McLean Skills
Trading
Economics
Bloomberg
Equities
Teaching
Management
Financial Modeling
Project Management
Microsoft Excel
Financial Services
Sales
Mike McLean Summary
Mike McLean, based in Raleigh, NC, US, is currently a VP, Financial Partners at GivingIQ. Mike McLean brings experience from previous roles at Thrive Performance and Nutrition, Fidelity Investments and The Giving Block. Mike McLean holds a Master of Business Administration (MBA) in Busines Analytics @ Bentley University. With a robust skill set that includes Trading, Economics, Bloomberg, Equities, Teaching and more. Mike McLean has 1 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Mike McLean?
Find contact details for 700 million professionals.